Whether you are working and receiving W-2 wages as your primary source of income, or you are retired and using portfolio withdrawals or fixed income to meet your spending needs, there are several tax planning strategies that could be...
Your wealth management goals are in good hands. Scott Adair hones in on your investment strategies and comes up with a plan that works for you. Scott is an Investment Advisor Representative and Certified Financial Planner (CFP®). His advice is tailored to each individual client.
Experience Matters
When you consider your long-term goals, an experienced investment advisory representative makes a big difference in your future strategies and planning. Scott Adair prioritizes enduring client relationships as a building block to the next stage of your financial planning journey. ML&R Wealth Management helps you build a portfolio based on transparency and more personalized plans.
Extensive Background
Scott Adair joined our team at ML&R Wealth Management in 2012. Before joining us he was a web developer and researcher for the Texas Legislative Reference Library. During this time, he embarked on his current journey, earning his Series 65 license at the University of Texas. As a well-rounded community member, Scott also serves as Treasurer for the Austin Soccer Foundation.
Work With Us Today
ML&R Wealth Management LLC connects you with an investment advisory representative you can trust. We serve individuals, families, business owners, and non-profits in the area. Contact ML&R Wealth Management today for the most current advice and financial guidance.
- Wealth Management
- Investment Management
- Retirement Planning
- Education Planning
University of Texas at Austin
Certified Financial Planning Certificate Program
Masters in Library and Information Science
Bachelor of Science in Sociology
Current: Austin Soccer Foundation, Board Member/Treasurer; Meals-on-Wheels, Volunteer
Past: Austin Town Lake Animal Center, Volunteer
- CERTIFIED FINANCIAL PLANNER ™
Articles By Scott Adair
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Retirement should be a time for people to celebrate life and enjoy the fruits of their labor, with as little anxiety about finances as possible. Unfortunately, a November 2021 survey by the Insured Retirement Institute revealed that workers between...
As 2022 comes to a close, hopefully we can all look back with gratitude and celebrate the holidays with family and friends, knowing that things have returned somewhat back to normal (at least relative to the prior two years)....
